Purchases and Sales Made in Q3 2024 in Global X Fds S&P 500 Covered C (XYLD)
This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD) during Q3 2024. The information is specifically focused on institutions that hold shares of GLOBAL X FDS S&P 500 COVERED C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.38K+ 14.49% |
$168K - $182K
|
34.6K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.34K+ 25.6% |
$167K - $181K
|
21.3K
$903K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.29K+ 6.04% |
$165K - $178K
|
75.3K
$3.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.95K+ 28.67% |
$152K - $165K
|
17.7K
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.69K+ 29.64% |
$142K - $154K
|
16.2K
$684K
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.52K+ 4.05% |
$136K - $147K
|
90.6K
$3.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.31K+ 2.74% |
$127K - $138K
|
124K
$5.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.24K+ 34.19% |
$125K - $135K
|
12.7K
$539K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.11K+ 41.94% |
$120K - $129K
|
10.5K
$446K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.08K+ 13.66% |
$119K - $128K
|
25.6K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.04K+ 2.51% |
$117K - $126K
|
124K
$5.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.03K+ 46.88% |
$117K - $126K
|
9.5K
$403K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.76K+ 21.5% |
$106K - $115K
|
15.6K
$661K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.74K+ 10.6% |
$105K - $114K
|
28.6K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.23KNew |
$85.9K - $92.9K
|
2.23K
$94.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.22K+ 6.55% |
$85.6K - $92.5K
|
36.2K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
2.14K+ 41.6% |
$82.3K - $89K
|
7.28K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.02K+ 22.78% |
$77.7K - $84K
|
10.9K
$461K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.91K+ 23.85% |
$73.5K - $79.5K
|
9.92K
$420K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.89K+ 2.32% |
$72.8K - $78.7K
|
83.4K
$3.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.68K+ 24.02% |
$64.7K - $70K
|
8.69K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.51K+ 4.14% |
$58K - $62.7K
|
37.9K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.47K+ 9.33% |
$56.6K - $61.2K
|
17.2K
$730K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.44K+ 10.57% |
$55.3K - $59.8K
|
15K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.32K+ 4.96% |
$50.9K - $55K
|
28K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.31K+ 4.75% |
$50.4K - $54.5K
|
28.9K
$1.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.28K+ 2.32% |
$49.1K - $53.1K
|
56.2K
$2.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.23K+ 4.46% |
$47.2K - $51.1K
|
28.7K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.22K+ 8.77% |
$47K - $50.8K
|
15.2K
$642K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.01K+ 19.48% |
$38.8K - $41.9K
|
6.18K
$262K
|
|
|
Nov 15, 2024
Q3 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
1K+ 3.08% |
$38.5K - $41.6K
|
33.4K
$1.42M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
988New |
$38K - $41.1K
|
988
$41.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
985+ 2.24% |
$37.9K - $41K
|
44.9K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
967+ 1.99% |
$37.2K - $40.2K
|
49.7K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
913+ 3.4% |
$35.1K - $38K
|
27.8K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
850+ 141.67% |
$32.7K - $35.4K
|
1.45K
$61.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
834+ 11.5% |
$32.1K - $34.7K
|
8.09K
$343K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
718+ 0.96% |
$27.6K - $29.9K
|
75.7K
$3.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
683+ 11.95% |
$26.3K - $28.4K
|
6.4K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
602+ 5.94% |
$23.2K - $25K
|
10.7K
$455K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
593New |
$22.8K - $24.7K
|
593
$25.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
503+ 1.77% |
$19.4K - $20.9K
|
29K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
486New |
$18.7K - $20.2K
|
486
$20.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
460New |
$17.7K - $19.1K
|
460
$19.5K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
458+ 8.97% |
$17.6K - $19.1K
|
5.56K
$236K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
433+ 8.58% |
$16.7K - $18K
|
5.48K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
399+ 2.96% |
$15.4K - $16.6K
|
13.9K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
389+ 0.75% |
$15K - $16.2K
|
52K
$2.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
375+ 12.2% |
$14.4K - $15.6K
|
3.45K
$146K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
247+ 1.18% |
$9.51K - $10.3K
|
21.1K
$894K
|